what are the two "tricks" you mentioned. I bought this company for the POTENTIAL of biosimiliars. If they can get their process approved, they will make money. If not, I will lose money. I wish there was more insight on this board.
They have turned a one trick pony into a two trick pony. Both tricks with billion dollar potential and the stock is hobbled. Let's hope Dr. Gemayel has some "uppers" in his pocket for this board.
Sentiment: Strong Buy
thx MBB for input, allways find it hard to get scipps info. Still think it will be good long embrace.
in the last week...
1. NrX and TrX show a steady to slight uptick ...
2. a bunch of healthcare providers added Glatopa in their formularies/coverage starting late August and 1st of September...
The rollout is steady... many are beginning to embrace the drug...
I do DD... counting hatching chickens ain't my kinda thing... that way I breath normally...
Sounds like counting chickens before they hatch. Maybe some clarity Sept 17-18th , either from Novartis or Momenta investor presentations- but not holding my breath.
New wave of Glatopa patients are coming online...
I believe the inventory build continues in anticipation for these new patients...
Hence, the revenue projections based on script data may have an added surprise...
Eating somebody's lunch ain't cool.. it's better MNTA eats while TEVA eats as well ... I think a synergistic relationship will exist between the two. No one wants a price war. What good will it do?... there's a cold war now, but pressing the MAD- Mutually Assured Destruction button ain't the way to go... (a la Enoxaparin).
I think what this surging ownership show is a recognition that as a whole MNTA's technologies work. Wheeler made it known that they will not just bank on the two marketed drugs that they have. They'll crank out more. He's playing the numbers game. The institutions see this... price appreciation will follow... it is in the cards... moo k
I'm not a conspiracy theory kind of guy but I know realistically that kind of stuff unfortunately goes on. still sticking with MNTA....
I think the prezz knew of the trouble in their Indian operation when he scrubbed guidance for their generic Copaxone. it was indeed methodologies that was in question. They are having operational problems as highlighted in their press release yesterday. this bodes well for MNTA.... moo k
GS probably working with TEVA and their generic buyout. Teva stronger coustomer than Mnta . But will they change their mind if MNTA brings in 100 mill next qtr from Glatopa?
Last reporting period shows that
the offering was absorbed by the biggies... led by
FMR +3.164 million
Vissium +2.761 mill
Discovery Capital, Capital World, Vanguard, Invesco, Blackrock etc. etc...
Increased position 16,797,466
Decreased position 5,775,289
New positions 2,835,665
Sold out positions 2,523,124
Lost revenue due to AMPH/Watson(AGN) at risk enox entry...
MNTA monthly Enoxaparin rev. ~$30 Million
Oct. 2011- August 2015 = 46 months
$30 Million x 46 months = $1.38 Billion
MNTA's share $1.38 Billion
Sandoz's share $1.38 Billion (due to 50/50 profit split)
$2.76 Billion potential judgement against AMPH/Watson (AGN) if MNTA/Sandoz wins the case.
Agree. As per CC the payers have been waiting for a more cost effective replacement ( full AP) for Copaxone. Teva raised their price too many times for there not to be a backlash, and MNTA will benefit from this , for at least 180 days or until another generic approved and introduced. See next qtr numbers around 55-65 mill / mo. net income. This will cut in to Teva's numbers, but they can hide all sorts of misinformation with their new acquisition.
DA Amphasta'rs prez
A need to feed psyche
Have hand in pants pocket
Make him feel a little coc-kie...
Other hand in the air
Declares he will win...
sets sight on the $100 million bond
posted by Momenta and team...
But Amphas' prez advisors
Got it all wrong...
It's them who will pay
No dancing no song
For a million, a billion$
To Momenta will go...
It's them who will win
Clear evidence it will show...
Information here thanks to user Boing X 2 on the MNTA IHub board
Kaiser has a new standing order:
Approved standing orders are written instructions issued by medical practitioners, in accordance with the regulations, authorizing pharmacy personnel at pharmacies owned or operated by Kaiser Foundation Health Plan to supply and administer specified medications under circumstances specified in the order.
Copaxone 20 mg/ml injection will be changed to glatiramer acetate 20 mg/ml injec- tion via standing order. The FDA recently approved Glatopa, a generic or biosimilar version of Copaxone 20 mg/ml.
Kaiser is pretty big, so we should get a boost from this.
Also, UNH is currently reviewing GLATOPA
UnitedHealthcare Evaluating Newly Approved MS and Cystic Fibrosis Drugs
Generic MS Drug Approved
Glatopa™, the first generic version of Teva’s Copaxone® (glatiramer) is a 20 mg once-daily injectable multiple sclerosis (MS) drug that was launched in the U.S. by Sandoz, a Novartis company, in June. It is the first substitutable generic version of Copaxone approved by the U.S. Food and Drug Administration (FDA).
Review and coverage decisions occur within six months of launch. This minimizes member disruption if the decision is made to permanently exclude a medication, as members have not yet utilized their pharmacy benefit for that medication and may already be using a covered alternative. Additionally, client costs are reduced through the use of lower-cost options.
The MS drug Glatopa will be excluded at launch for UnitedHealthcare customers with the Exclude at Launch program in place until an appropriate management strategy is determined. For groups without the program, Glatopa will be included in the notification and supply limit program.
Aetna already covers GLATOPA
I think this will ramp up nicely.
Sentiment: Strong Buy